How to Resolve Alerts
How to Add Notes to Investigated Alerts
Account alerts are processed at month-end. Adding notes to alerts significantly reduces research time for recurring issues. To view these notes, select the Alert Notes column via the Column Selector.
How to Evaluate Alerts
Evaluating Alerts means running/generating the Alerts. This function can be manual or scheduled for automatic alerts. Clicking Filter displays all alerts.
Note: The example below demonstrates how to evaluate Account Value Change alerts.
New Feature for Employee Frequency Alert Type
Starting in 2025, alerts with the type Employee Frequency have multi-select capabilities in the Account Number not Start With function.